Wealth Planning Paraplanner - Client-Focused Analyst
Listed on 2026-10-06
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Financial Reporting
Osaic in Morgantown, WV is seeking a Paraplanner to support Financial Advisors by preparing financial plans, conducting planning and investment analyses, and coordinating implementation activities. You will help ensure accurate data, well-prepared recommendations, and timely follow-up to meet client needs.
Collaborating with advisors and operations staff, you will support the planning process from data gathering through implementation, maintaining compliance and meticulous records in a
This posting is for the Wealth Planning Paraplanner
- Client-Focused Analyst role at Osaic, based in Morgantown, WV, United States.
We are seeking a motivated Wealth Planning Paraplanner
- Client-Focused Analyst to join Osaic in Morgantown, WV, United States.
Consider building your career as a Wealth Planning Paraplanner
- Client-Focused Analyst at Osaic.
The Wealth Planning Paraplanner
- Client-Focused Analyst position in the Finance, Management & Operations field is open for applications.
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